Broker Check

Our Team

William C. O’Connor CFP®, EA, ATA

Founder and President | LPL Registered Principal

(800) 452 5264

(714) 464-4290

william.oconnor@lpl.com

Bill graduated from the University of Southern California’s Personal Financial Planning Program, earning his designation as CERTIFIED FINANCIAL PLANNER™ (continues ...)
Read more

Robert E. Micone, MBA

Financial Consultant | LPL Investment Advisor Representative | LPL Registered Principal

(800) 452-5264

Robert.Micone@LPL.com

Mr. Micone helps companies and high-net-worth individuals decide where to put money for maximum returns and seeks to minimize the risk of investing (continues ...)
Read more

Marcelo Bernardo

LPL Financial Consultant

(800) 452 5264

Marcelo.Bernardo@lpl.com

Marcelo Bernardo measures his success by the strength and longevity of client relationships and he makes his clients interests and concerns his priority (continues ...)
Read more

Sean Walker, MBA

LPL Registered Principal

(800) 452-5264

Sean.Walker@lpl.com

Sean is a 16 year capital markets industry veteran. His background includes a plethora of consulting and advisory roles in matters of corporate finance, mergers and acquisitions and financial analysis. He has had the pleasure of...

Read more

Andrea J. Graham, CRPC®

LPL Financial Consultant

Andrea.Graham@LPL.com

Andrea J. Graham, CRPC® has been providing comprehensive financial advice to individuals and business owners since 2001. As a Chartered Retirement Planning CounselorSM, she is uniquely qualified to address our client’s pre and post...
Read more

The Client Care Team

(714) 929-7420

Our Client Care Associates have the primary responsibility of providing outstanding client service. They work closely with the advisors and clients to make sure that any service needs are being addressed. Here are a few examples of the...
Read more

Schedule a Complimentary Consultation

Name
Email
Phone
Additional Info
Thank you! Oops!